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Stay informed with what’s going on. Browse posts that might be helpful to you or check out an event happening in your area. Come back regularly as this page is kept up-to-date with a lot of relevant information.
🍁 November is Diabetes Awareness Month
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
Did you know? If you're living with diabetes, you may qualify for the Disability Tax Credit (DTC). It can help ease the financial burden of managing your health.
-It's a non-refundable tax credit
-It can be retroactively claimed for up to 10 years
Learn more about qualifying: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/do-you-qualify-for-the-disability-tax-credit/
Questions about how the DTC or other financial solutions can support your health journey? Let's connect!
#DiabetesAwareness #DiabetesAwarenessMonth
As the leaves change, maybe your tax strategy should as well.
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Here's an autumn action plan to consider:
-Harvest tax losses to offset gains 📉
-Max out your TFSA contributions 💰
-Review your charitable giving strategy 🎁
-Explore income splitting opportunities 👥
-Consider prescribed rate loans for family members 💸
Don't leave your hard-earned finances to chance. Let's connect to create a personalized year-end tax optimization strategy that aligns with your current goals. Remember, small choices can have a big impact on your financial future. Reach out today.
#TaxPlanning #SunLifeCanada
Financial literacy isn't just about understanding money — it's about making informed decisions for a brighter financial future.
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
November is the ideal time to focus on:
• Building a strong financial foundation
• Understanding investment basics
• Planning for long-term goals
Want to improve your financial literacy? Let's connect to explore how you can achieve your financial goals.
You can also learn more about your money habits here >> https://www.sunlife.ca/en/investments/how-to-build-healthy-money-habits/
Are you nearing 71 and have retirement savings with Sun Life? If so, it's time to consider an important milestone in your financial journey.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Did you know, by December 31 of the year you turn 71, you must convert your RRSP to an RRIF or annuity? This new approach helps maintain your investment strategy and income flow, so you'll have more flexibility to manage your retirement income.
Remember, small adjustments now can lead to big comfort later. Let's chat.
Discover new opportunities to connect, learn, and thrive at our Women in Wealth Networking Event in Halifax!
Why Attend?
• Keynote address by Heather Moyse, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: November 13, 2025
• Time: 5:30 pm – 7:30 pm
• Location: Asia Restaurant, 1341 Lower Water St., Unit 122, Halifax
Spaces are limited, so reserve your spot today! https://survey.alchemer.com/s3/8452458/Empowering-Women-in-Wealth-Halifax
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Why Attend?
• Keynote address by Heather Moyse, Olympic champion and inspirational speaker
• Connect with influential industry leaders
• Exchange valuable insights with like-minded professionals
• Discover strategies to thrive in the financial industry
Event Details
• Date: November 13, 2025
• Time: 5:30 pm – 7:30 pm
• Location: Asia Restaurant, 1341 Lower Water St., Unit 122, Halifax
Spaces are limited, so reserve your spot today! https://survey.alchemer.com/s3/8452458/Empowering-Women-in-Wealth-Halifax
At Sun Life, we're committed to empowering women in finance and promoting women's health and financial security. Be part of the movement – join us for this unmissable event!
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Business owners, it's time to set the stage for 2026. As we approach the year-end, let's reflect on your achievements, reflect on the lessons learned and plan for the year ahead.
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Here are some areas you can focus on:
-Reviewing your 2025 goals and celebrate your wins
-Assessing your financial position and tax situation
-Identifying areas for growth and improvement in 2026
-Starting to set realistic goals for the new year
-Business owners face unique challenges. Let's find options to help you thrive in 2026 and beyond.
#BusinessPlanning #YearEndReview #2026Goals
Imagine a magic piggy bank that not only keeps your money safe but also helps it grow tax-free.
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
With a Sun Life TFSA, you can:
✈️ Save for that dream vacation
✨ Invest in your future
💸 Withdraw funds whenever you want
Not sure how to get started? Start your TFSA researching here >> https://www.sunlife.ca/en/investments/tfsa/
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
This Halloween, let's summon up some financial magic.
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
🏖️Brew up plans for a boo-tiful vacation
💰Create ghostly good education funds
🏡Save for your very own dream haunted (or not) house
Don't let financial fears haunt you! Let's carve out a plan that's more treat than trick. Together, we'll make your financial future look frighteningly good. Get in touch today.
#HappyHalloween #MoneyMatters
Don't let life's surprises put your biggest investment at risk. Discover how mortgage protection can help safeguard your family's future: https://www.sunlife.ca/en/insurance/mortgage-protection/
Boo! 👻
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
This Halloween, don't let scary financial surprises haunt you. Let's chat about how you can unmask a brighter financial future. No tricks here, just treats in the form of sound financial advice and flexible options.
#HappyHalloween #FinancialTreats #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Money worries can affect both your physical and mental health. Taking control of your finances can help you feel better.
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Here’s how to get there >> https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/stay-healthy-with-smart-financial-planning/
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Help optimize your assets through tax-efficient strategies and maximize retirement benefits with a personalized financial roadmap. Are you ready to elevate your investment plans? Let's connect to create a strategy aligned with your current goals.
#WealthManagement #FinancialRoadmap #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
#WealthManagement #FinancialRoadmap #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Ready for life's next big adventure? 🎓🏠🏖️
From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.
Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).
Let's chat and get you covered!
*Terms and conditions apply (because, you know, fine print and all)
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
From crushing your career goals to buying your first home, every milestone is a happy hurdle. But sometimes life can throw a curve ball and it's reassuring to have backup.
Get the coverage you need to tackle whatever life throws your way. Until December 31, score major savings on critical illness insurance when you bundle it with term insurance*. That's hundreds of dollars off your premiums for the entire policy. Meaning more cash in your pocket for the important stuff (like that dream vacation or next sporting event).
Let's chat and get you covered!
*Terms and conditions apply (because, you know, fine print and all)
#WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Small business owners face unique challenges. Explore solutions that support your company, employees and future growth.
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
From key person insurance to business continuation plans, we have solutions for your unique needs. Let's build a brighter future together. Get in touch today.
#SmallBusiness #CanadianBusiness #CanadianSmallBusiness #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
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Dreaming of a comfortable retirement? Let's turn those dreams into reality! 🏖️
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Wondering how much you need to save for your golden years? Check out our latest article that breaks down the essentials of retirement planning: 🔗 https://www.sunlife.ca/en/choices/planning-to-retire/how-much-do-you-need-to-save-for-retirement/
Learn about:
➡️ Factors affecting your retirement savings
➡️ Estimating your retirement income needs
➡️ Tips to boost your savings
Don't leave your future to chance. Start planning today for a worry-free tomorrow.
#RetirementPlanning #FinancialFreedom #SunLifeCanada #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Nurture their dreams, cultivate their potential and grow their education fund. With an RESP you can watch your child's future bloom. From government grants to tax-sheltered growth, discover how RESPs can help your children's future flourish.
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Learn more about RESPs: https://www.sunlife.ca/en/investments/resp/how-to-set-child-up-for-financial-success/
Ready to take control of your retirement in just 5 minutes?
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Sun Life One Plan is a powerful tool to help you:
✅ Create a quick retirement plan
✅ Set achievable retirement goals
✅ Estimate your retirement age and income
Your path to your ideal retirement begins here. Reach out to get started.
#RetirementPlanning #FinancialFuture #SunLifeOnePlan #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Estate planning is important and choosing the right executor is a crucial step in the process. Find practical advice on selecting an executor: https://www.sunlife.ca/en/tools-and-resources/money-and-finances/managing-your-money/how-to-choose-an-executor-for-your-estate/
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Learn how to:
- Select a trustworthy person
- Consider necessary skills
- Avoid common mistakes
Prepare for your family's future. Need some guidance? Let's connect.
#EstatePlanning #FinancialManagement #FinancialRoadmap #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Your financial future deserves a tailored approach. With Sun Life One Plan, you can simplify decisions for your personal finances. From tax strategies to succession planning, a comprehensive roadmap helps you protect what you've built while planning for what's ahead. Learn more: https://sunlife.hubs.vidyard.com/watch/ksLWJjT43furjobhkXkgiQ.
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Let's book time to develop your personalized Sun Life One Plan. Reach out today.
#SunLifeOnePlan #FinancialSecurity
Celebrating Small Business Week: October 19-25 🛒💼🖥️
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
Sending appreciation and support to all the small business owners this week! You face unique challenges and opportunities.
That's why you'll find products and services to help grow and protect your business, like:
~Key person insurance to help safeguard your business
~Retirement solutions for you and your employees
Let's connect during #SmallBusinessWeek to discuss how we can help your business thrive. 🌱
#SupportSmallBusiness #EntrepreneurSuccess #CanadianBusiness #WinSureFinancial #WinSureTeam #QualityFinancialAdvice #VancouverPacificRim #FinancialFreedom
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